13F HOLDINGS REPORT
Seilern Investment Management Ltd
Quarter ended Q4 2024 · Filed January 16, 2025 · Accession 0001817797-25-000003
Total Value
$1.75B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 349,325 | $183.9M | 10.48% |
| 2 | MICROSOFT CORP | MSFT | 413,458 | $174.3M | 9.93% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 302,484 | $153.0M | 8.72% |
| 4 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 443,825 | $145.4M | 8.28% |
| 5 | IDEXX LABS INC | 45168D104 | 273,567 | $113.1M | 6.44% |
| 6 | ADOBE INC | ADBE | 249,041 | $110.7M | 6.31% |
| 7 | ALPHABET INC | GOOG | 584,539 | $110.7M | 6.31% |
| 8 | EDWARDS LIFESCIENCES CORP | EW | 1,478,989 | $109.5M | 6.24% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 183,042 | $105.5M | 6.01% |
| 10 | NIKE INC | NKE | 1,341,368 | $101.5M | 5.78% |
| 11 | ACCENTURE PLC IRELAND | ACN | 284,114 | $99.9M | 5.70% |
| 12 | VEEVA SYS INC | VEEV | 451,638 | $95.0M | 5.41% |
| 13 | METTLER TOLEDO INTERNATIONAL | MTD | 72,912 | $89.2M | 5.08% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 158,091 | $82.5M | 4.70% |
| 15 | AUTOMATIC DATA PROCESSING IN | ADP | 47,192 | $13.8M | 0.79% |
| 16 | BOOKING HOLDINGS INC | BKNG | 2,667 | $13.3M | 0.76% |
| 17 | VISA INC | V | 39,900 | $12.6M | 0.72% |
| 18 | MOODYS CORP | MCO | 22,268 | $10.5M | 0.60% |
| 19 | CME GROUP INC | CME | 45,184 | $10.5M | 0.60% |
| 20 | GRACO INC | GGG | 123,101 | $10.4M | 0.59% |
| 21 | ZOETIS INC | ZTS | 58,625 | $9.6M | 0.54% |